EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Summary
The Office Services Associate (OSA) is responsible for managing administrative business and office support functions. This role is a front-line ambassador who will serve as the primary director of first impressions and support a dedicated team contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
Duties and Responsibilities
Provide concierge level service to clients and prospects including front office reception, confirmation of appointments, meeting preparation, and managing office calendar
Partner directly with client relationship support, wealth advisory, and operations teams in meeting client needs, including the preparation of custodian paperwork, communication with clients, and assisting with client service-related activities
Track and document tasks and activities in CRM and other internal systems, ensuring notes are input in a timely and compliant manner
Works with regional head to identify office specific issues and recommend solutions as well as execute sound judgment in resolving administrative matters
Ensure facilities needs are adequately met; partner with internal and/or external partners to address any deficiencies
Coordinate and participate in office and/or or firm initiatives, projects, and other department specific initiatives as needed
Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
Perform additional functions, duties and specific tasks of a similar nature and scope as necessary to support the client service departmental objectives
Qualifications
The ideal candidate will have 1-3+ years' experience working in a professional office environment; a preference for candidates with previous operations and client service experience.
Excellent written and verbal communication skills
Demonstrated interpersonal skills with the ability to work well within a team-based, collaborative environment
Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment
Demonstrated proficiency using Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
